Verum Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
20,983
+11,320
| +117% | +$948K | 0.4% | 48 |
|
|
2025
Q1 | $772K | Buy |
9,663
+145
| +2% | +$11.6K | 0.21% | 62 |
|
|
2024
Q4 | $770K | Sell |
9,518
-1,069
| -10% | -$86.5K | 0.22% | 64 |
|
|
2024
Q3 | $881K | Sell |
10,587
-132
| -1% | -$11K | 0.26% | 61 |
|
|
2024
Q2 | $837K | Sell |
10,719
-166
| -2% | -$13K | 0.27% | 59 |
|
|
2024
Q1 | $829K | Sell |
10,885
-14,483
| -57% | -$1.1M | 0.29% | 59 |
|
|
2023
Q4 | $1.78M | Sell |
25,368
-1,651
| -6% | -$116K | 0.71% | 39 |
|
|
2023
Q3 | $1.72M | Buy |
27,019
+1,573
| +6% | +$99.9K | 0.77% | 38 |
|
|
2023
Q2 | $1.7M | Buy |
25,446
+37
| +0.1% | +$2.47K | 1.54% | 20 |
|
|
2023
Q1 | $1.58M | Sell |
25,409
-2,489
| -9% | -$155K | 1.69% | 17 |
|
|
2022
Q4 | $1.68M | Buy |
+27,898
| New | +$1.68M | 2.07% | 17 |
|